Learn how Novus can help you succeed.

Our team of world-class client management analysts will introduce you to our product, tailoring the conversation to your specific needs and interests.

Pension Funds

Exceed your fiduciary mandate with transparency.

Novus has been a strong partner for us since our launch nearly three years ago. With their help we have organized and analyzed a dizzying amount of data from our custodians and external managers. Their teams are smart, hard-working, highly skilled, and helpful. They are a pleasure to work with.

Erik Carleton, CFA, CAIA

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Textron

Director of Pension Investments

Novus’ platform provides powerful insights into drivers of performance and helps us to have a deeper dialogue with our portfolio managers. The task of monitoring our portfolios has been made much easier through the flexibility of the system. Additionally, the support we have received, which is crucial to the adoption and success of any platform, has been exceptional.

Laura Baird

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Private Advisors

Managing Director

Novus is instrumental in identifying and understanding the skill-sets and fundamentals within manager portfolios. In today's landscape, you can't get far without premier data and analytics. When you invest with a manager, you are trusting they perform incredible company-level research in order to develop a divergent view that captures excess returns. For us at Atom, we do that same level of research on our managers before we invest, and Novus is the foundation of this process.

Uncover the impact of hypothetical transactions. What if I redeem from this manager? What if I increase my allocation here? Use data to asses your intuition, before committing.

Research historic portfolio performance and measure manager uniqueness using global ownership data. Uncover true drivers of performance with skill-set analytics. Monitor managers over time, and watch for style drift.

Automate reports so you can focus on what you do best—making investment decisions. Tailor reports to match your unique needs, add your logo and brand colors, and then schedule automatic updates to send to stakeholders.

Analyze your exposures by strategy, geography, sector, market cap, or set custom categories. Drill down and view your underlying positions. Drill-down further and see who contributes to those positions. Go “top to bottom” in just seconds.

Slice and dice your attribution by the variables that matter most to you. Decompose your contribution by analyst, by theme, by asset type, or any other factor.

Visualize your portfolio’s sensitivities to customizable factors; choose from market, size, value, momentum, shifts in the yield curve, oil, commodity prices, and many more. Discern how these factors have performed and how they contribute to your P&L.